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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,165 | $81,331-27.3% | $155,534-62.0% | $80,935-26.9% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 10.93% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,867 | $3,105-7.7% | $4,675-38.7% | $2,757+4.0% |
| Participant deferral / active EE | $2,541 | $3,454-26.4% | $5,630-54.9% | $4,299-40.9% |
| Admin fee / account holder | $3,355 | $7,999-58.1% | $15,900-78.9% | $6,924-51.6% |